Spoken Alpha
PODD
INSULET CORP
Overview
Insulet Corporation manufactures and sells the Omnipod platform, a tubeless, wearable insulin delivery system for people with insulin-dependent diabetes. The Omnipod 5 features an automated insulin delivery algorithm that integrates with continuous glucose monitors, while Omnipod DASH offers manual insulin delivery via smartphone control.
INSULET CORP is a Healthcare company operating in Medical Devices with a $10.10B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0615 Q&A exchanges
- Q4 FY2025Earnings2026-02-1811 Q&A exchanges
- Q3 FY2025Earnings2025-11-0613 Q&A exchanges
- Q2 FY2025Earnings2025-08-0720 Q&A exchanges
- Q1 FY2025Earnings2025-05-0812 Q&A exchanges
- Q4 FY2024Earnings2025-02-2016 Q&A exchanges
- Q3 FY2024Earnings2024-11-0718 Q&A exchanges
- Q2 FY2024Earnings2024-08-0816 Q&A exchanges
- Q1 FY2024Earnings2024-05-0919 Q&A exchanges
- Q4 FY2023Earnings2024-02-2215 Q&A exchanges
- Q3 FY2023Earnings2023-11-0220 Q&A exchanges
- Q2 FY2023Earnings2023-08-0815 Q&A exchanges
- Q1 FY2023Earnings2023-05-0413 Q&A exchanges
- Q4 FY2022Earnings2023-02-2311 Q&A exchanges
- Q3 FY2022Earnings2022-11-0313 Q&A exchanges
- Q2 FY2022Earnings2022-08-0713 Q&A exchanges
- Q1 FY2022Earnings2022-05-0613 Q&A exchanges
- Q4 FY2021Earnings2022-02-2313 Q&A exchanges
- Q3 FY2021Earnings2021-11-0413 Q&A exchanges
- Q2 FY2021Earnings2021-08-0613 Q&A exchanges
- Q1 FY2021Earnings2021-05-0713 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $1.37—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $1.37 | — | — | — | — | EODHD |
Source: EODHD. PODD reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks PODD's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 4/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Missed in 3 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.21 | $3.19 | +0.5% | -2.2% | -1.3% |
| Q4 FY2026 | $2.96 | $3.10 | -4.6% | +5.4% | +4.1% |
| Q3 FY2026 | $2.90 | $3.11 | -6.8% | +1.4% | +2.1% |
| Q2 FY2026 | $2.83 | $3.07 | -7.7% | +2.4% | +2.1% |
| Q1 FY2025 | $3.12 | $3.01 | +3.6% | +4.6% | +7.5% |
| Q4 FY2025 | $3.17 | $3.11 | +2.0% | -3.4% | -6.4% |
| Q3 FY2025 | $3.08 | $3.30 | -6.7% | -0.5% | -0.5% |
| Q2 FY2025 | $2.81 | $3.12 | -9.8% | -2.9% | -3.4% |
| Q1 FY2024 | $2.72 | $3.08 | -11.6% | +6.7% | +3.9% |
| Q4 FY2024 | $3.25 | $3.16 | +2.9% | -2.8% | -3.1% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Ashley McEvoyCEO4 mo5 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Flavia PeaseCFO8 mo3 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Eric BenjaminCOO4 mo5 callsCurrentSample
COO since 2026 • 2/2 beats (100%) • guidance suspended Q3 FY2026
- Michael PanosEVP and CCO3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Lisa Blair DavisSVP, Chief HR Officer11 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Dan ManeaSVP, Chief HR Officer1 yrno recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
Peers
Other companies in Healthcare
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for PODD.
$ curl https://api.spokenalpha.com/v1/companies/PODDFAQ
Frequently asked about PODD
Where can I find INSULET CORP's (PODD) earnings call transcripts?
Spoken Alpha indexes PODD's earnings call transcripts at https://spokenalpha.com/companies/PODD. Each call links to attributed speakers and parsed analyst Q&A. INSULET CORP's own investor relations page is at https://investor.insulet.com/overview/default.aspx.
When was INSULET CORP's most recent earnings call?
INSULET CORP (PODD) held its most recent earnings call on 2026-05-06, covering fiscal Q1 2026.
What sector is PODD in?
INSULET CORP (PODD) operates in the Healthcare sector (Medical Devices industry).